---
title: "Pre-Authorized Templates - ISO20022"
slug: "pre-authorized-templates-iso20022"
updated: 2025-02-05T20:25:05Z
published: 2025-02-05T20:25:05Z
canonical: "docs.corporatecu.com/pre-authorized-templates-iso20022"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.corporatecu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pre-Authorized Templates - ISO20022

The Pre-Authorized Templates screen is where Users may create and maintain outgoing domestic and international wire pre-authorized templates. Pre-authorized templates allow credit unions to have pre-established wire detail available for wires that are sent out on a recurring basis. Users need to update the dollar amount when initiating pre-authorized templates, and may choose to update reference information, as well.

To view pre-authorized templates, Users will provide searching and filtering information. Users may search and filter across the following column categories:

- Template Name
- Template Type; domestic or international
- Status
- Activation Date
- Last Used Date
- Last Modified

Sorting and filtering is available on all columns. Click the **arrow** next to the column header to sort the column. The orange arrow indicates which column is currently sorting the information. Search within a column by typing information into the **Search** box located just under the column header, or by utilizing the column dropdown, if available. To clear filters, click the **x** located in the search box, or click the **Clear filters** option at the top right side of the card.

Wire Status options are as follows:

| **Status** | **Description** |
| --- | --- |
| **All Current** |  |
| **Active** | Pre-Authorized template is available for credit union use |
| **In Review** | Created or updated template changes have been updated - the status the updating User sees |
| **Pending Approval** | Created or updated template changes have been updated - the status the approving User sees |
| **Corporate Review** | Created or updated template has been approved by the credit union and must be approved by the Corporate |
| **Inactive** | Pre-Authorized template is no longer used |
| **Rejected** | Indicates template was rejected in the approval process |

## Create New Pre-Authorized Template

To create a new pre-authorized template, the User must:

1. Navigate to **Money Movement**
2. Click the **Wire** tab
3. Select **Pre-authorized Templates**

Pre-Authorized template setup may vary by Business Function Code type. Once the User has navigated to the Pre-Authorized Template setup screen, it may be helpful to view the individual article related to the specific type of message that will be sent (PACS 008, PAIN 013, etc.).

### Create New Domestic

1. Click **Create New Domestic**
2. Create **Pre-Authorized Template Name**
3. Select **Business Function Code**
4. Select **Type Code**
5. Utilize the **Outgoing Domestic - ISO20022** wire article that best suits the type of wire being created for specific steps through the applicable fields for the wire type

Once all sections have been completed, the User will review all wire detail. If any errors are detected at this time, the User may click the field in the Review screen to update the information. Once wire entry has been reviewed, click **Create**.

A second User will need to verify the pre-authorized template.

### Create New International Pre-Authorized Template

Section 1 - Wire Detail

1. Click **Create New International**
2. Create **Pre-Authorized Template Name**
3. Select **Beneficiary FI Country**, the country to which funds should be sent
4. Select which type of currency **Beneficiary Receives**
5. Click **Next Step**

**![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1706069372535.png?sv=2026-02-06&spr=https&st=2026-11-04T10%3A58%3A41Z&se=2026-11-04T11%3A58%3A41Z&sr=c&sp=r&sig=30YxsyGswZE85CZfzmfKpmu1n4usjOZkd2e75d46YN8%3D)**

Section 2 - Originator

1. Select **Originator Type**: Individual or Corporation
  1. If Individual is selected, Originator Name and Date of Birth fields will be displayed
  2. If Corporation is selected, Incorporation Type and Incorporation Number fields will be displayed
  3. Complete remaining fields for Email, Phone, Address Lines, City, State, Postal Code and Country
2. Click **Next Step**

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1706392696625.png?sv=2026-02-06&spr=https&st=2026-11-04T10%3A58%3A41Z&se=2026-11-04T11%3A58%3A41Z&sr=c&sp=r&sig=30YxsyGswZE85CZfzmfKpmu1n4usjOZkd2e75d46YN8%3D)

Section 3 - Final FI

1. If needed, utilize the **FI Search** button to search for the appropriate foreign financial institution
  1. Enter **information** to search in the bar
  2. Click **Search**
  3. Identify the appropriate foreign financial institution
  4. Click **Select**
  5. Click **Add**

**![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1705981137930.png?sv=2026-02-06&spr=https&st=2026-11-04T10%3A58%3A41Z&se=2026-11-04T11%3A58%3A41Z&sr=c&sp=r&sig=30YxsyGswZE85CZfzmfKpmu1n4usjOZkd2e75d46YN8%3D)**
  6. Confirm information is correct
2. Alternately, manually add foreign financial institution information
3. Confirm information entered is correct
4. Click **Next Step**

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1705981280519.png?sv=2026-02-06&spr=https&st=2026-11-04T10%3A58%3A41Z&se=2026-11-04T11%3A58%3A41Z&sr=c&sp=r&sig=30YxsyGswZE85CZfzmfKpmu1n4usjOZkd2e75d46YN8%3D)

Section 4 - Final Credit

1. Enter the final beneficiary information
2. Select **Beneficiary Type**: Individual or Business
3. Complete additional fields: Beneficiary Name, Beneficiary Account Number / IBAN, Phone, Email, Address Lines, City, State, Postal Code, Country
4. Click **Next Step**

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1705981667704.png?sv=2026-02-06&spr=https&st=2026-11-04T10%3A58%3A41Z&se=2026-11-04T11%3A58%3A41Z&sr=c&sp=r&sig=30YxsyGswZE85CZfzmfKpmu1n4usjOZkd2e75d46YN8%3D)

If needed, review the Master Currency List link in the upper righthand corner for specific requirements of foreign currencies. Additional fields may appear in the Final Credit section, or the Additional Info section.

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1705981938527.png?sv=2026-02-06&spr=https&st=2026-11-04T10%3A58%3A41Z&se=2026-11-04T11%3A58%3A41Z&sr=c&sp=r&sig=30YxsyGswZE85CZfzmfKpmu1n4usjOZkd2e75d46YN8%3D)

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1705982034668.png?sv=2026-02-06&spr=https&st=2026-11-04T10%3A58%3A41Z&se=2026-11-04T11%3A58%3A41Z&sr=c&sp=r&sig=30YxsyGswZE85CZfzmfKpmu1n4usjOZkd2e75d46YN8%3D)

Section 5 - Additional Info

These fields may change based upon the foreign currency selected.

1. Select the appropriate **Purpose of Payment**
2. Provide **Payment Reference**
3. Select **Disclosure Requirement**
  1. Select appropriate **Regulatory State/Agency**
4. Provide **Wire Fee** amount
5. Provide any additional information required based upon the foreign currency selected
6. Click **Next Step**

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1705983607871.png?sv=2026-02-06&spr=https&st=2026-11-04T10%3A58%3A41Z&se=2026-11-04T11%3A58%3A41Z&sr=c&sp=r&sig=30YxsyGswZE85CZfzmfKpmu1n4usjOZkd2e75d46YN8%3D)

Section 6 - Review

Once all sections have been completed, the User will review all wire detail. If any errors are detected at this time, the User may click the section tab to go back and update the information. Once wire entry has been corrected and reviewed, click **Create**.

A second User will need to verify the pre-authorized template.

## Pre-Authorized Template Verification

All pre-authorized templates must be verified with dual control.

1. Navigate to **Money Movement**
2. Click the **Wire** tab
3. Select **Pre-Authorized Templates**

Pre-authorized templates awaiting approval have a status of **Pending Approval**. Locate the template to review and click the **Template Name** to begin the verification process.

1. Review the wire detail for accuracy
  1. Should the template need to be corrected, scroll to the bottom of the detail and click the **Edit** button
  2. Update information as needed, following the steps through to the review process and click **Save Changes**
  3. The updated detail will need to go through the dual verification process for approval
2. Determine the final action to take on the template:
  1. If the wire detail is correct, click **Approve**
  2. If the wire detail other than amount and reference is incorrect, click **Reject** and provide a reject reason